Overview
As a Lifetime Planning Solicitor in Stroud, you will advise on Wills, trusts and LPAs, support estate planning and succession, and build lasting relationships with clients and referrers. You will shape a modern Lifetime Planning offering within a growing private client team, working closely with individuals, families and business owners. The role is client-focused, requiring clear explanations of complex concepts and sensitivity around family dynamics. This is a hybrid, people-centered Firm with strong development and progression opportunities.
Pay / Benefits
- Flexible hours and hybrid working
- Minimum 25 days annual leave
- Holiday buy and sell scheme
- Competitive pension
- Life assurance
- Contributions to gym membership
Responsibilities
- Advising on Wills, trusts and LPAs
- Supporting succession and estate planning matters
- Identifying clients’ underlying needs, risks and objectives
- Building relationships with clients and referrers
- Networking and business development activity
- Supporting and mentoring junior colleagues
- Helping shape and grow a modern Lifetime Planning offering
Key requirements
- Experience within Lifetime Planning or wider Private Client work
- Strong communication skills and emotional intelligence
- Ability to translate complex legal and financial concepts into clear, practical advice
- Confidence guiding clients through sensitive family dynamics
- Proactive, client focused and commercially minded approach
- Strong relationship building skills and motivation to grow networks
- Collaborative mindset and supportive team approach
- Passion for delivering exceptional client experiences
- emotional intelligence
- clear communication
- relationship building
- Lifetime Planning
- Wills
- Trusts
…
